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Lion Street Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Lion Street Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,536
Closed -$498K – 335
2025
Q2 		$498K Sell
7,536
-1,920
-20% -$114K 0.15% 147
2025
Q1 		$527K Buy
9,456
+120
+1% +$7.27K 0.17% 135
2024
Q4 		$570K Buy
9,336
+192
+2% +$11.5K 0.18% 120
2024
Q3 		$526K Hold
9,144
– – 0.18% 123
2024
Q2 		$508K Buy
+9,144
New +$474K 0.19% 114

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lion Street Advisors's VOOG Position: Q3 2025 in Review

Lion Street Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 7,536 shares — an estimated $498K sold.

Lion Street Advisors first reported a position in VOOG in Q2 2024 and held it in 5 quarters. The position peaked at $570K in Q4 2024. 637 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Lion Street Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 7,536 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $498K.
  • Lion Street Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's Vanguard S&P 500 Growth ETF position peaked at $570K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.